The Bitcoin Setup Right Now Looks NOTHING Like Previous Cycles w/ Matt Crosby

The Biggest Crypto Narrative Shift Since Bitcoin ETFs

The Milk Road team breaks down why crypto might be entering a completely new phase. One driven less by speculation and more by actual infrastructure. Stablecoins. Tokenization. AI agents. Real financial products moving onchain. Bitcoin is still the foundation. That's not changing. But capital is starting to rotate deeper into the crypto stack - toward the companies and protocols that are actually making money in this industry. We get into stablecoins, tokenized assets, private credit, DeFi vaults, AI-powered agents, Coinbase's growing dominance, Robinhood's strategy, Circle's positioning, and whether Ethereum and Solana actually capture long-term value as adoption grows. The vibes era of crypto is fading. The fundamentals era is showing up. Different game now.

CRYPTOMAY 7 2026

LG Doucet

The “Privacy Chain” Thesis: Why Crypto’s Next Winners Won’t Be Public

Crypto is entering a brand new era. And according to a16z GP Ali Yahya, the next generation of winners won't be the fastest public blockchains. They'll be the private ones. Plot twist nobody saw coming. We break down why privacy is becoming one of the most important narratives in crypto, why institutions might never fully adopt transparent blockchains (would YOU want every trade you make on a public ledger?), and how AI agents could soon become autonomous economic actors using crypto rails. The next chapter of crypto isn't about being more open. It's about being smarter about what you show.

“We Kept Messing It Up”: Crypto Should Be WAY Higher w/ Matt Hougan & Ryan Rasmussen

Is $60K the true Bitcoin bottom? Are we already in the next phase of the crypto bull market? In today’s episode, we sat down with Matt Hougan and Ryan Rasmussen from Bitwise to break down why markets might be massively underpricing what's happening in crypto right now. Here's the wild part: despite the macro chaos - wars, political uncertainty, market volatility - crypto just keeps trending higher. Why? Because we're not just in another cycle. We're sitting in the middle of a once-in-a-generation shift where money, finance, and global infrastructure are getting rebuilt from the ground up. The cycle thesis is getting old. The transformation thesis is just getting started.

Bitcoin Hits $80K… Is the Next Crypto Bull Run Starting? w/ John Gillen

Is this the real breakout? Or just another fakeout before a deeper pullback? Bitcoin is showing strength. Dominance is climbing above 60%. And yet... altcoins are barely doing anything. So what's actually going on under the hood? In today’s episode, we dig into the signals that actually matter right now: Bitcoin's repeated tests of resistance, why Ethereum and other major alts are lagging behind, and what needs to happen before we can officially call this a full crypto bull market. But honestly? The bigger story might not even be about price.

Crypto Q2 Outlook: What Actually Unlocks the Next Bull Run w/ David Duong

In today’s episode, we sat down with David Duong (Global Head of Research at Coinbase Institutional) to break down what's actually coming in Q2 2026. And more importantly, what will trigger the next major move in crypto? Bitcoin is hovering. Markets are getting whipsawed by macro headlines every other day. Meanwhile, institutions are quietly getting into position behind the scenes. Liquidity is shifting. ETFs are gaining traction. Regulatory clarity is inching closer. But is any of that enough to actually light the fuse on the next bull run?

Solana’s Plan to Put Crypto on EVERY Phone

In today’s episode, we break down one of the boldest strategies in crypto right now: Solana's push to put blockchain directly into your pocket. The Seeker phone just launched. There's a growing ecosystem of 800+ crypto apps. And a new partnership could integrate Solana's tech into nearly half of all Android devices. This isn't just another product launch. This is a serious shot at mass adoption. We sat down with the Head of Solana Mobile to unpack what a "crypto-native phone" actually is, why current mobile crypto experiences kind of suck, and how Solana plans to fix it by baking self-custody, wallets, and decentralized apps directly into the device.

Franklin Templeton: The Bitcoin Bull Case Just Got Even Stronger

In today’s episode, we sat down with Christopher Jensen (Portfolio Manager and Director of Digital Asset Research at Franklin Templeton), and the institutional take is even more bullish than you'd expect. Wall Street is hitting the gas on tokenization. And crypto is quietly becoming the foundation of the future financial system. Not "could be." Is. We cover Bitcoin's next major move, why Franklin Templeton believes all assets will eventually move on-chain, the rise of Hyperliquid and perpetual futures markets, the explosion of crypto ETFs and ETPs, and why Saylor's latest strategy product could reshape institutional capital flows. The plumbing is being rebuilt in real time. And the people building it aren't messing around.

Tokenized RWAs Could Be Crypto’s Biggest Long-Term Opportunity w/ Olivier Dang

In today’s episode, we sat down with Olivier Dang, co-founder of Kaio, to break down why tokenized real-world assets (RWAs) might be the biggest long-term trend in crypto. The numbers are kind of insane. $600 trillion in global assets... and only a tiny sliver currently onchain. The opportunity here is massive. Like generationally massive. We dig into how BlackRock money market funds, hedge funds, private credit, and even sovereign wealth fund products are getting tokenized across chains like Ethereum, Sui, Aptos, Near, and Hedera. This isn't a niche corner of crypto. This could reshape how investing works. Period.

AI Infra is Ripping: What's Next?

Bitcoin Could Still Crash Before the Real Bull Run Starts w/ John Gillen

John Gillen joined us on the Milk Road Show with a take that's gonna ruffle some feathers. Bitcoin might not have actually entered a euphoric bull run yet. The real move could still be ahead. Stocks are recovering. Traditional markets are pushing higher. Meanwhile, crypto is sitting in the corner like it wasn't invited to the party. We get into why Bitcoin's $80K level is THE most important price to watch right now, why altseason ghosted us this cycle, and whether one final flush lower might happen before the next major breakout. John also explains why long-term holders, ETF inflows, and institutional buyers like Saylor could be quietly setting up the next massive move. The fireworks might not be over. They might not have even started.

Natalie Brunell: Retail Still Isn’t in Bitcoin… And That’s Extremely Bullish

Natalie Brunell (host of Coin Stories and author of Bitcoin Is For Everyone) came on the show with a take that flips conventional wisdom on its head. One of the most bullish signals for Bitcoin right now? Retail investors still aren't here. Bitcoin ETFs are live. Institutions are piling in. Pension funds are playing ball. Wall Street heavyweights are quietly stacking exposure. And meanwhile... the FOMO isn't here. The mania isn't here. Your Uber driver still hasn't given you a Bitcoin tip. According to Natalie, that's exactly why the biggest move might still be ahead of us. The party hasn't even started.

Bitcoin’s Next Big Move, Ethereum to $250K Theseis Explained & The Massive Tokenization Opportunity

Bitcoin is sitting at a massive decision point. BTC is camped out near the top of its range, and investors are split down the middle: is $100K next... or is another sharp pullback coming first? We break it all down on this episode of the Milk Road Show. We also dig deep into the Ethereum $250K thesis and explain why some investors think ETH could become the most important productive monetary asset on the planet. Stablecoins. Tokenized U.S. Treasuries. Real-world assets. Onchain finance. Ethereum's long-term bull case might be way bigger than most people realize.

Bitwise: Bitcoin Is Actually Two Bets in One… And Its Biggest Rally Hasn’t Started Yet

In today’s episode, Matt Hougan and Ryan Rasmussen from Bitwise just made the case that Bitcoin might be massively undervalued. And get this - they think $1M Bitcoin could actually be too conservative. Their pitch? Bitcoin isn't just a store of value. It's actually two bets in one. Digital gold AND a future global settlement asset for a world that's slowly losing trust in traditional monetary systems. Two megatrends. One asset. That's the thesis.

Ethereum to $250K? The Most Bullish ETH Case Ever Made

Could Ethereum really hit $250,000 per ETH? Sounds insane. But we just sat down with Vivek and Michael from Etherealize, and they made one of the strongest institutional bull cases for ETH we've ever heard. Their pitch is simple but spicy: Ethereum isn't just another crypto asset. It could become the world's first form of productive money. Everyone calls Bitcoin digital gold. Their argument? ETH is something bigger. A store of value that actually compounds through staking yield. Powers stablecoins. Supports tokenization. And could end up being the settlement layer for the entire global financial system. $250K per ETH sounds crazy... until you hear them lay out the math.